Financial Planning

Financial planning

FPA helps broker/dealers to form their own group

by Melissa Klein

October 16
Financial planning

PFP Briefs: October 6-19,2003

FPA to Launch Independent Organization for Broker/Dealers: The Financial Planning Association Board of Directors and the FPA’s Broker/Dealer Advisory Council have agreed to launch an independent organization to serve the needs of broker/dealer and registered investment advisor firms that serve independent contractor representatives.

October 1
Financial planning

Estate planning transactions can benefit from higher rates

by Bob Rywick

October 1
Financial planning

Back above water, options re-emerge as planning issue

by Melissa Klein

October 1
Financial planning

PFP Briefs: Sept. 22 - oct. 5, 2003

Survey says College is Low on long-term savings Totem Pole: Most parents and grandparents aren’t saving enough for their children’s and grandchildren’s college education, and they aren’t willing to put off retirement to pay for it, according to a survey by OppenheimerFunds Inc.

September 16
Financial planning

Estate planning can benefit from lower interest rates

by Bob Rywick

September 16
Financial planning

'Dynamic Duo' now offering consulting for PFP advisors

by Melissa Klein

September 16
Financial planning

PFP Briefs: September 8-21, 2003

FPA Lauds Disclosure of Fund Conflicts, Urges NASD to Expand Disclosure: The Financial Planning Association has lauded a rule that was proposed by the National Association of Securities Dealers to expand disclosure of sales incentives by stockbrokers in the sale of mutual fund shares, but said that it doesn’t go far enough.

September 3
Financial planning

Bonus depreciation and the passenger automobile

by Bob Rywick

September 3
Financial planning

Advisors build strategies to counter high interest rates

by Cynthia Harrington

September 3